ETHEREUM (ETH) Price, Analysis, Predictions, and Calculator

According to @lookonchain, Bitcoin (BTC) ETFs saw 1-day net outflows of 282 BTC, about $24.79M, and 7-day net outflows of 15,306 BTC, about $1.34B; Ethereum (ETH) ETFs recorded a 1-day net inflow of 39,499 ETH, about $115.73M, but a 7-day net outflow of 166,623 ETH, about $488.21M; Solana (SOL) ETFs posted 1-day net inflows of 22,422 SOL, about $2.78M, and 7-day net inflows of 86,269 SOL, about $10.7M. According to @lookonchain, these reported ETF flow trends indicate stronger near-term demand in ETH and SOL products versus BTC, while ETH remains net negative on the week and SOL remains net positive.

According to @BullTheoryio, over the last 12 months silver gained 267%, gold 84%, and copper 38%, while the Nasdaq, S&P 500, and Russell 2000 posted positive returns, contrasted by declines in Bitcoin (BTC) of 14%, Ethereum (ETH) of 8%, total crypto market cap of 14%, and altcoins of 50% (source: @BullTheoryio). Based on the same source data, crypto underperformed commodities and major US equity indices, indicating negative relative strength for BTC, ETH, and altcoins versus precious metals and broad equities (source: @BullTheoryio). For trading, the reported performance suggests momentum and cross-asset rotation screens would currently favor commodities over crypto and justify tighter risk controls on altcoin exposure until relative strength improves (source: @BullTheoryio).

According to @ai_9684xtpa, Ethereum address 0xDE8…ab9E2 previously withdrew 32,416.5 ETH around an average of 1,865.68 and allegedly sold 30,878 ETH around 2,944.71 during 2024–2025, realizing about 33.318 million dollars in gains; source: @ai_9684xtpa and Arkham Explorer. According to @ai_9684xtpa, the address restarted accumulation by buying 10,870 ETH near 4,388.93 about four months ago and recently withdrew 5,000 ETH from Binance, bringing the position to 15,870 ETH at roughly 3,930.27 average cost with an unrealized loss of about 15.825 million dollars; source: @ai_9684xtpa and Arkham Explorer.

According to @FarsideUK, US Ethereum ETFs recorded total net inflows of 117 million dollars on 2026-01-26. According to @FarsideUK, FETH posted 137.2 million in net inflows while ETHA saw a 20.2 million net outflow, with ETHW, TETH, ETHV, QETH, EZET, ETHE and ETH unchanged at zero. According to @FarsideUK, full data and disclaimers are available at farside.co.uk/eth.

According to @ai_9684xtpa, an on-chain whale who rotated a four-year ETH position into WBTC executed three ETH/BTC ratio trades: on 01.03, 14145.93 WETH was swapped to 492.16 WBTC at an ETH/BTC rate of 0.03479; on 01.26, 578.66 WBTC was swapped back to 17706.74 WETH at 0.03268; on 01.27, 17706.74462 WETH was swapped to 587.92 WBTC at 0.0332. According to @ai_9684xtpa, the latest round netted 9.26 WBTC in profit (about 810,000 dollars), while the prior round increased the ETH stack by 6.45%, tied to wallet 0x4553e3Bc6327006A63C5aA4cdAC887f66b6A433E.

According to @ai_9684xtpa, a whale or institution controlling a 13-address cluster withdrew 353,483.67 ETH in 2017 and has moved 135,283.67 ETH in batches to Gemini deposit addresses over the past two days, citing an Arkham Intelligence entity page as evidence. According to @ai_9684xtpa, part of the stash hit exchanges nine years ago, and if the newly transferred ETH is sold around the referenced level near $2,908.2 with a stated cost basis of $68.32, the profit would be about $384 million with a return exceeding 4,156%. According to @ai_9684xtpa, the fresh deposits to Gemini from a long-term holder flag potential near-term exchange-side supply if executed.

According to @lookonchain, the wallet known as BitcoinOG (1011short) closed massive longs on Hyperliquid after roughly 50 days, incurring over $100M in losses and paying more than $8.2M in funding fees, then shifted to Aave to loop ETH longs. According to @lookonchain, over the past two days the address withdrew 148,000 ETH (about $426.6M) from Binance into Aave and borrowed $240M in stablecoins, showing a health rate of 1.49 and a liquidation price of $1,954. Based on @lookonchain’s reported health and liquidation level, traders can monitor downside risk toward $1,954 where Aave liquidations could occur, with potential knock-on effects for DeFi liquidity and perp funding dynamics.

According to @EmberCN, a long-dormant ETH whale completed liquidation by transferring the remaining 85,000 ETH to Gemini, signaling a full exit from the position (source: @EmberCN). The address reportedly accumulated 135,000 ETH via a Bitfinex withdrawal at around $90 per ETH and now records an estimated profit of $381 million with a 32x return over nine years (source: @EmberCN).

According to @ai_9684xtpa, a trader dubbed the 1011 flash crash insider trimmed leveraged longs on Hyperliquid, reducing 14,000 ETH and 427.28 BTC with realized losses of $3.624M and $1.612M, respectively (source: @ai_9684xtpa citing Hyperliquid tracker hyperbot.network). According to @ai_9684xtpa, the account’s remaining net long exposure stands near $680M with an unrealized loss around $47.97M (source: @ai_9684xtpa citing Hyperliquid data). According to @ai_9684xtpa, address 0xcA0…b2998 withdrew 30,000 ETH from Binance, lifting cumulative spot accumulation to 148,000 ETH funded by about $240M stablecoin borrows on Aave with health factor 1.49 and an ETH liquidation price of $1,953.09 (source: @ai_9684xtpa citing Arkham Intel and Aave dashboard). According to @ai_9684xtpa, traders should watch ETH and BTC funding, Hyperliquid positioning, and the Aave health metrics for potential liquidation pressure around the cited ETH liquidation level (source: @ai_9684xtpa and linked data tools).

According to @ai_9684xtpa, wallet 0xcA0...b2998 withdrew 30,000 ETH from Binance and has accumulated 148,000 ETH from exchanges since yesterday, with a reported notional value of about $427 million, based on on-chain traces cited by @ai_9684xtpa and ARKM intel data. According to @ai_9684xtpa referencing Aave on-chain data, the wallet has borrowed roughly $240 million in stablecoins to loop long, showing a health factor of 1.49 and an ETH liquidation level near $1,953.09. According to @ai_9684xtpa via the Hyperliquid tracker hyperbot.network, the trader cut 12,587.99 ETH longs at a realized loss of about $3.424 million and still holds approximately 210,752.65 ETH, 1,000 BTC, and 511,000 SOL longs with total position value near $767 million and an unrealized loss around $57.13 million. Based on the metrics reported by @ai_9684xtpa and the referenced ARKM and Hyperliquid trackers, traders should monitor Aave health factor, ARKM wallet flows, and Hyperliquid positioning for potential bid support from spot accumulation versus elevated downside liquidation risk around the stated ETH level.

According to @EmberCN, Bitcoin treasury company @Strategy (MSTR) bought approximately 2,932 BTC at about 90,061 dollars per BTC last week. According to @EmberCN, the company now holds 712,647 BTC with an average cost of 76,037 dollars and an unrealized gain of 8.395 billion dollars. According to @EmberCN, Ethereum treasury company @BitMNR (BMNR) purchased ETH at around 3,008 dollars, with the quantity not disclosed in the excerpt.

According to @zachxbt, John Lick sent 0.6767 ETH of the stolen government funds from address 0xd8bc to his public wallet, with transaction hash 0x90539e91fbebd0aaa050a492548b1e3b1bc7d82dd84bf8a42a9595a90425ebfa. According to @zachxbt, any stolen funds he receives will be forwarded to a USG seizure address. According to @zachxbt, an additional approximately 6.7 million dollars worth of ETH was moved into wallet 0xd8bc7ea538c2e9f178a18cc148892ae914a55d08 while a recording referenced John and Dritan.

According to @lookonchain, a whale known as BitcoinOG (1011short) bought 22,000 ETH and appears to be looping ETH longs by creating a new wallet, withdrawing 61K ETH from Binance to Aave, borrowing 60M USDC on Aave, and sending it back to Binance, based on Arkham Intelligence on-chain data. According to @lookonchain, the same entity holds a large BTC, ETH, and SOL long currently deep in the red, highlighting continued leveraged exposure tied to these flows.

According to @ai_9684xtpa, a smart-money ETH whale with cumulative swing-trade gains of 98.18M USD added 20,000 ETH via Wintermute about 12 hours ago at an estimated cost of 2,806.58 USD per ETH, and the buy coincided with a sharp V-shaped rebound, with unrealized profit of 2.101M USD at the time of posting. Source: @ai_9684xtpa. The same address has accumulated 70,013 ETH since Jan 21 with an average cost of 2,907.69 USD, and the wallet is referenced via an Arkham link shared in the post (address 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3). Source: @ai_9684xtpa. An earlier update noted a further withdrawal of 59.07M USD worth of ETH from FalconX, showing holdings of 50,013 ETH with an average cost of 2,948.13 USD prior to the latest accumulation update. Source: @ai_9684xtpa.

According to @OnchainLens, an ETH whale reactivated after two years, supplied 2,000 ETH to Aave V3, borrowed 2 million USDC, and purchased 686 ETH, with current holdings at 10,759 ETH worth about 31.24 million dollars across three wallets, based on Arkham Intelligence address data. According to @OnchainLens and Arkham Intelligence, this onchain flow increases net ETH exposure via collateralized borrowing on Aave V3, indicating a leveraged long structure that traders track for directional signals and liquidity shifts in DeFi.

According to @ai_9684xtpa, an ETH whale who rotated from WETH to WBTC earlier this year has now swapped back, exchanging 578.66 WBTC for 17,706.74 WETH after initially trading 14,145.93 WETH for 492.16 WBTC, with ETH/BTC ratios of 0.03268 and 0.03479 respectively, citing Arkham Intelligence wallet 0x4553...A433E. According to @ai_9684xtpa, this two-way rotation increased the whale’s ETH holdings by 6.45% and re-tilted exposure toward ETH on the ETH/BTC pair, based on Arkham on-chain data. According to @ai_9684xtpa, the wallet currently holds 17,707 WETH and 195.49 WBTC with an estimated total value of 67.38 million dollars, per Arkham Intelligence. According to @ai_9684xtpa, prior context shows the Jan 3 WETH to WBTC swap had an average BTC fill near 89,796 dollars with a small unrealized profit at the time, and the ETH originated from 2022 acquisitions, citing Arkham Intelligence.

According to @ai_9684xtpa, the trader dubbed the 1011 flash-crash short insider now has total PnL at its lowest since October 2025, with $789M in long exposure carrying $73.59M unrealized losses and an intraday drawdown nearing $90M as BTC touched 86k and ETH 2787, citing hyperbot.network. According to @ai_9684xtpa, liquidation risk is currently limited due to sufficient margin and low leverage, and the same source reports a separate update where 1.5 hours saw $35M of unrealized profit evaporate, with unrealized profit narrowing to $13.09M after paying $7.7M in funding fees for a net $5.39M, and entry levels noted at BTC 91,506.7, ETH 3,161.85, and SOL 130.19, citing hyperbot.network.

According to Lookonchain, OTC whale address 0xFB7 bought another 20,013 ETH worth about 59.07 million dollars roughly 6 hours ago, while total purchases over the past five days reached 70,013 ETH valued at about 203.6 million dollars, with activity highlighted as occurring during a market dip (source: Lookonchain on X; source: Arkham Intelligence explorer for address 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3). Traders monitoring on chain whale flows may track this wallet for subsequent exchange deposits or continued accumulation as a short term liquidity signal (source: Lookonchain on X; source: Arkham Intelligence).

According to @EmberCN, a 9-year-dormant Ethereum whale transferred 50,000 ETH (about $145 million) to Gemini within the last 12 hours, after originally withdrawing 135,000 ETH (about $12.17 million) from Bitfinex nine years ago when ETH traded near $90, and the wallet still holds 85,000 ETH. According to @EmberCN, this large exchange deposit places substantial ETH on a centralized venue (Gemini), a development traders closely watch for changes in near-term exchange-side liquidity.

According to @EmberCN, Trend Research deviated from its usual dip-buying pattern by withdrawing 30 million USDT from Binance to on chain to repay debt instead of borrowing USDT to send into the exchange to buy ETH. According to @EmberCN, this activity suggests no immediate plan to continue averaging down ETH. According to @EmberCN, the wallet currently holds about 651,300 ETH (around $1.85 billion).

According to @lookonchain, Ethereum whale address 0x3c9E sold 5,500 ETH for about 16.02 million USD at around 2,912 USD over the past three days. According to @lookonchain, five days earlier the same address bought 2,000 ETH for about 5.97 million USD at around 2,984 USD. @lookonchain also reports this wallet previously panic sold 4,000 ETH at about 3,110 USD and had accumulated 12,200 ETH for roughly 39.44 million USD at an average near 3,233 USD since Jan 9, indicating repeated selling below recent purchase levels as shown by on chain data from the source.

According to @OnchainLens, as the market turned lower, trader Machi was fully liquidated on a 25x ETH long and then opened another 25x ETH long that was partially liquidated. According to @OnchainLens, the tracked address now shows cumulative losses exceeding $25M. According to @OnchainLens, the repeated high leverage positioning underscores acute liquidation and forced selling risk in ETH perpetual markets during downside volatility, which can pressure spot and derivatives liquidity. According to @OnchainLens, short term traders should factor elevated liquidation cascades into risk management and adjust margin and position sizing accordingly.

According to @EmberCN, a whale identified as the $230M long trader added $20M in margin, reducing the liquidation price on his ETH long to $2,200, source: @EmberCN. As BTC fell to $86K and ETH to $2.8K, the whale’s reported $800M long book showed $83.5M in unrealized losses, source: @EmberCN. The margin top up was executed to mitigate liquidation risk on the position, source: @EmberCN.

According to Onchain Lens, whales and institutions are accumulating ETH based on Nansen on-chain data. According to Onchain Lens, a newly created wallet 0xcA0 bought 61,000 ETH worth about $171.15M from Binance, citing Nansen data. According to Onchain Lens, the whale 0xFB7 purchased an additional 20,000 ETH worth about $56.13M from Wintermute and now holds 100,130 ETH valued around $283.79M, citing Nansen data. According to Onchain Lens, the related addresses are 0xcA08371f6e9204Dd6927dcc2dB5504EA062b2998 and 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3, per Nansen.

According to @EmberCN, an ETH whale who borrowed USDT against ETH on Spark deleveraged over the past two days, selling 11,190 ETH on OKX for roughly 32.83 million USD and then withdrawing 26.55 million USDT from OKX to repay the loan. According to @EmberCN, after the reduction, the position’s ETH liquidation price decreased to 2,268 USD, about 667 USD below the spot price at the time, indicating lower forced liquidation risk on the Spark lending position.

According to @EmberCN, after gold broke above $5,000, a whale previously described as losing $13.73M in one week trading ETH in Nov 2025 bought 3,983.6 XAUt using $20.23M USDT at an average price of $5,080. The post adds that with earlier XAUt purchases around $4,400 this month, the whale now holds 7,369 XAUt valued at about $37.03M, with a blended cost basis of $4,780. Per @EmberCN, the position shows unrealized profit at the time of posting.

According to @zachxbt, a threat actor deposited and withdrew more than $12.4M in stolen government funds through MEXC using deposit address 0x79648e86b9e58fabb896438e2019905fa363a2ee (source: @zachxbt on X). The same actor later deposited over 240 ETH to another MEXC deposit address 0x068C3773609ec31588425ae90d271e3569B78f40 within minutes of the report (source: @zachxbt on X). Traders tracking exchange flows may monitor these deposit addresses for subsequent transfers related to ETH activity on MEXC (source: @zachxbt on X).

According to @ai_9684xtpa, an ETH whale who accumulated 6,411.4 ETH at an average entry of 3,873 and averaged down between 4,479 and 2,813 sent 1,999 ETH to an exchange about 8 hours ago; if sold at the reported deposit price of 2,965.7, the realized loss would be roughly 1.815 million USD, source: @ai_9684xtpa. The address 0xbe3…9A42a still holds 3,803 ETH with an unrealized loss near 3.457 million USD, source: @ai_9684xtpa. For traders, large whale exchange deposits are a short term sell-side liquidity risk; monitor on chain exchange inflows, ETH order book depth, and spot liquidity around the cited zone to gauge potential pressure, source: @ai_9684xtpa.

According to @ai_9684xtpa on X (https://x.com/ai_9684xtpa/status/2014898353147150454), ETH whale wallet 0x565…11e55 initiated a new swing trade, buying 3,947.97 ETH on chain at an average price of $2,991.91 (~$11.91M) about 9 hours earlier, with an unrealized loss of roughly $135,000 at the time of posting; the source cites Arkham Intelligence explorer links for the related wallets and transactions: https://intel.arkm.com/explorer/address/0x18B44C68eA2Cd6B1E59731af8e49E62e90E92E66 and https://intel.arkm.com/explorer/address/0x5657de5CeBC75eca6B97a99A864a3ef07ed11e55. According to the same source (https://x.com/ai_9684xtpa/status/2014898353147150454; https://x.com/ai_9684xtpa/status/2014153938585755790), the previous round trip by the same whale was approximately a $16.95M swing held for about a month and closed near breakeven with around $78,000 profit, after reducing 3,380.4 ETH before fully exiting; reported average entry was $2,985.71 and average exit was $2,992, with on-chain references via the Arkham Intelligence links above.

According to @EmberCN, ETH briefly reclaimed $3,000 around 1:00 and a whale who reportedly lost $13.73 million in November bought 5,157 ETH with about 15.33 million USDT at an average of $2,972. According to @EmberCN, the whale has not sold this tranche and price has retraced below the reported cost basis, so traders can use the cited cost area as a near term reference for liquidity and risk management in ETH.

According to @garyblack00, online bettors have increased the probability that BlackRock CIO Rick Rieder will be nominated as the next Fed Chair to about 35%, compared with 42% for Kevin Warsh, with Rieder viewed as dovish and Warsh as more hawkish (source: @garyblack00). According to @garyblack00, a Rieder nomination would likely be received favorably by markets because his stance implies further interest rate cuts, a setup traders monitor when positioning in risk assets including Bitcoin (BTC) and Ethereum (ETH) (source: @garyblack00).

According to @lookonchain, after ETH fell below 2,900, trader Machi (@machibigbrother) trimmed part of his ETH long to avoid liquidation. According to @lookonchain, he then deposited 250,000 USDC to Hyperliquid to continue adding to the ETH long. According to @lookonchain, the cited address shows a 4,450 ETH long worth about 12.94 million USD with a liquidation price of 2,841.97 on Hyperliquid, based on Hypurrscan data referenced by @lookonchain.

According to Charlie Bilello, derivatives pricing implies less than a 3% chance of a Fed rate cut at the upcoming FOMC meeting, and he argues the probability should be zero given credit and equity markets at all-time highs and inflation running above the Federal Reserve’s 2% objective over the past decade (source: Charlie Bilello on X; source: Federal Reserve). This points traders toward a higher-for-longer baseline when calibrating risk exposure in Bitcoin (BTC), Ethereum (ETH), and other liquidity-sensitive assets into the policy decision and communication (source: Charlie Bilello on X).

According to ZachXBT, 4.17K ETH (about $12.4M) was received from MEXC and flowed to wallets 0xd8bc and 0xe0f7a45a491d53f9361d35b4ef9908986d3b37b7, source: https://twitter.com/zachxbt/status/2014685295258558797. Traders can monitor these wallets and any subsequent exchange inflows to gauge short term ETH liquidity and whale behavior; wallet details and flow attribution source: https://twitter.com/zachxbt/status/2014685295258558797.

According to @zachxbt, after the B4B was done John moved approximately 23 million dollars to the 0xd8bc address, and a recording shows John controls both wallets mentioned; @zachxbt added that additional linked addresses may be identifiable in the recordings and that he began tracing funds backward to verify their source (source: @zachxbt).

According to @ai_9684xtpa, Ethereum address 0x8ec6671Cf4B8099b8008A512b03fD2eE4D5F2626 redeemed 6,300 ETH from Renzo over the past five hours and then deposited the funds to Coinbase, with the transfer valued around 18.63 million dollars; source: @ai_9684xtpa on X and Arkham Intelligence address explorer. For traders, the source flags this whale exchange inflow as a potential near term sell signal that could add supply-side pressure on ETH; source: @ai_9684xtpa on X.

According to @ai_9684xtpa, a whale address 0x8ec...F2626 redeemed 6,300 ETH from Renzo over the past 5 hours and then sent the funds to Coinbase, indicating a suspected sell flow that could weigh on ETH in the near term; source: @ai_9684xtpa on X; Arkham Intel address intel.arkm.com/explorer/address/0x8ec6671Cf4B8099b8008A512b03fD2eE4D5F2626. Traders should monitor follow-up transfers from this address and ETH net inflows to Coinbase to gauge confirmation of sell-side liquidity emerging from LRT redemptions; source: @ai_9684xtpa on X; Arkham Intel address intel.arkm.com/explorer/address/0x8ec6671Cf4B8099b8008A512b03fD2eE4D5F2626.

According to Farside Investors, US Ethereum ETFs registered total net outflows of 42 million dollars on 2026-01-22, led by ETHA at negative 44.4 million and ETHW at negative 15.2 million, offset by inflows into ETHE at 7.9 million and ETH at 9.7 million. According to Farside Investors, FETH, TETH, ETHV, QETH, and EZET recorded zero flows on the day, indicating redemptions exceeded creations across US spot ETH funds in aggregate.

According to @ai_9684xtpa, a smart-money wallet withdrew ETH worth about $59.07 million from FalconX roughly 7 hours prior and has accumulated 50,013 ETH since Jan 21 at an average cost near $2,948.13 with an unrealized profit around $896,000; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536. According to @ai_9684xtpa, the same address earlier received 10,000 ETH from Wintermute near a local dip and added 30,000 ETH since yesterday at an average near $2,945.7 with about $973,000 unrealized profit; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536. According to @ai_9684xtpa, traders can monitor this wallet’s cost basis around $2,945–$2,948 and continued inflows from FalconX and Wintermute as potential spot demand signals and soft support, with on-chain follow-through as a cue for ETH momentum; source: @ai_9684xtpa on X and Arkham Intelligence wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 (https://intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3), X posts: https://twitter.com/ai_9684xtpa/status/2014520990307614989 and https://x.com/ai_9684xtpa/status/2014126129939132536.

According to @PeckShieldAlert, an MEV builder has returned approximately 920 ETH (about $2.7M) to the Makinafi recovery multi-sig at 0xc22F...8AB9. According to @PeckShieldAlert, about 276 ETH from the roughly 1,299 ETH (~$4.13M) exploit remains held by a Rocket Pool validator at 0x573D..., with the balances traceable on-chain.

According to @bobbyong, public companies and crypto-focused funds (DATCos) spent $49.7B acquiring crypto in 2025 despite the asset class ending the year lower, based on CoinGecko’s 2025 Annual Crypto Industry Report. According to @bobbyong citing CoinGecko, institutional buying peaked in Q3 with July alone reaching $10.1B, while allocations were led by Bitcoin (BTC) and Ethereum (ETH) and began to include Solana (SOL) and TON. According to @bobbyong and CoinGecko, by year-end DATCos collectively controlled over 5% of total BTC and ETH supply, indicating more concentrated ownership and corporate treasuries acting as long-term holders. For traders, according to @bobbyong and CoinGecko, this shift in flows and ownership highlights tighter liquid float in BTC and ETH and a broadening institutional mandate toward SOL and TON, key factors to monitor for liquidity, basis, and cross-asset rotation. According to @bobbyong, CoinGecko tracks these datasets in detail and provides access via its API.

According to @EmberCN, a whale or institution sold 10,000 ETH at 3,321 USD ahead of the latest downturn and then bought 50,013 ETH over the last two days via Wintermute and FalconX OTC for about 148 million USD at an average price of 2,966 USD. According to @EmberCN, these swing trades have reportedly generated approximately 98.18 million USD in cumulative profit.

According to Lookonchain, OTC whale address 0xFB7 purchased another 20,013 ETH valued around 59.07 million dollars roughly six hours ago. According to Lookonchain, the same address also bought 10,000 ETH worth about 28.97 million dollars earlier while noting the broader market was falling. According to Lookonchain, these back-to-back buys constitute continued ETH whale accumulation via OTC, with the wallet details referenced through Arkham's address explorer.

According to @OnchainLens, whale "0xfb7" purchased 20,013 ETH (about $59M) from FalconX and now holds 80,115 ETH valued at $236.55M. According to @OnchainLens, prior flows included a 10,000 ETH buy from Wintermute and a $58.13M transfer to FalconX. According to @OnchainLens, the tracked addresses are 0xfb78aa8f38843629e89951d9db6fdc398d75e0a3 and 0xd4584bf988c9e8994688b56484e2f74ceaeefb20.

According to @EleanorTerrett, she will moderate a live discussion with SEC Chair @SECPaulSAtkins and CFTC Chair @ChairmanSelig on the agencies' crypto harmonization plans at 10 AM next Tuesday on the CFTC website (Source: @EleanorTerrett on X). For traders, coordinated SEC-CFTC messaging can shape expectations around spot crypto oversight, exchange compliance, derivatives supervision, custody requirements, and stablecoin treatment, so the livestream is important to monitor for any regulatory signals affecting BTC and ETH trading (Source: @EleanorTerrett on X).

According to @KobeissiLetter, foreign holdings of US Treasuries rose by $112.8 billion in November to a record $9.4 trillion, a milestone traders track for potential impacts on Treasury yields, the dollar, and crypto risk appetite including BTC and ETH. According to @KobeissiLetter, China’s Treasury holdings fell by $6.1 billion to $682.6 billion, the lowest since 2008, a shift that traders watch for changes in demand composition and cross border flows relevant to liquidity conditions. According to @KobeissiLetter, Belgium’s reported Treasury holdings include Chinese custodial exposure, which traders consider when interpreting regional holder changes.

According to @KobeissiLetter, retail investors net bought $1.8 billion of the S&P 500 ETF SPY in the last session, marking the largest daily purchase since October and the third-largest inflow since the April 2025 market recovery, per @KobeissiLetter. This scale of dip buying indicates elevated risk appetite among individual investors, according to @KobeissiLetter, a setup crypto traders monitor because periods of stronger equity risk-on have historically coincided with higher beta across Bitcoin and Ethereum, as documented by Fidelity Digital Assets and Coin Metrics research.

According to @KobeissiLetter, the S&P Global Investment Manager Index rose to 41 percent in January, the highest reading since April 2021. According to @KobeissiLetter, the gauge comes from a monthly survey of roughly 300 institutional investors overseeing more than 3.5 trillion dollars in assets and indicates near-record risk appetite among large institutions.

According to @BullTheoryio, the U.S. Senate moved forward on crypto regulation as Chairman Boozman released a new draft and confirmed the bill is heading to a January 27 markup. According to @BullTheoryio, this signals lawmakers are no longer waiting for full bipartisan agreement, creating a defined near-term catalyst that traders can track for positioning and headline risk around the markup.

According to Farside Investors, US spot Ethereum ETF total net flow registered -287 million, with issuer-level data showing ETHA -250.3, FETH -30.9, ETHE -11.4, ETHV -4.4, ETH +10, and ETHW, QETH, EZET at 0, based on the 2026-01-21 update (source: Farside Investors, farside.co.uk/eth). The figures indicate net redemptions concentrated in ETHA while ETH posted a modest inflow, providing traders with a clear read on issuer dispersion in Ethereum ETF flows for that session (source: Farside Investors, farside.co.uk/eth).

According to @EmberCN, a whale or institution that reportedly lost 13.73 million USD in a week last November executed a rapid ETH swing trade around volatility triggered by remarks from Donald Trump and profited about 410,000 USD in roughly one hour. According to @EmberCN, the trader bought 6,133 ETH at 2,937 USD around 3:00 a.m. using 18.01 million USDT. According to @EmberCN, at approximately 3:30 a.m. Trump said a framework had been reached on the Greenland issue with no tariffs, and the ensuing financial market moves provided the conditions for the profitable ETH scalp.

According to @ai_9684xtpa, ETH whale address 0x5657de5CeBC75eca6B97a99A864a3ef07ed11e55 fully exited a roughly $16.95M swing position after about a month, with an average entry near $2,985.71 and average exit near $2,992, realizing around $78K profit after first selling 3,380.4 ETH near $2,998.49; Source: X posts by @ai_9684xtpa (x.com/ai_9684xtpa/status/2014153938585755790 and x.com/ai_9684xtpa/status/2013815936261017625) and Arkham Intelligence explorer intel.arkm.com/explorer/address/0x5657de5CeBC75eca6B97a99A864a3ef07ed11e55. On-chain paths tied to the build and sell wallets show executions clustered around 2,985 to 2,998, a band traders may watch for near-term liquidity and resistance; Source: Arkham build wallet intel.arkm.com/explorer/address/0x0741C7e02d097383861A2c8B9BF7593503B9B748 and sell wallet intel.arkm.com/explorer/address/0x18B44C68eA2Cd6B1E59731af8e49E62e90E92E66.

According to @lookonchain, an OTC whale wallet 0xFB7 bought 10,000 ETH worth about $28.97M roughly 7 hours ago. Source: @lookonchain on X, Arkham Intelligence address explorer. @lookonchain also notes the same wallet accumulated a total of 20,000 ETH via FalconX and Wintermute. Source: @lookonchain on X. @lookonchain reports that Trend Research borrowed 70M USDT from Aave and purchased 24,555 ETH, with total holdings at 651,310 ETH. Source: @lookonchain on X, Arkham Intelligence entity explorer. @lookonchain adds these buys occurred while prices were falling, indicating ongoing ETH accumulation by whales and institutions. Source: @lookonchain on X.

According to @ai_9684xtpa, an ETH swing trading whale wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 accumulated 30000 ETH since yesterday via Wintermute and FalconX with an average cost around 2945.7, including a 10000 ETH receipt near the pullback low about 6 hours earlier that the source suggests was OTC, source: X posts by @ai_9684xtpa and Arkham Intelligence address explorer. According to @ai_9684xtpa, the trader previously took profit near 3321 and reentered around 2970, with historical realized swing gains reported at about 98.18 million and a recent profit of 1.51 million, source: X posts by @ai_9684xtpa. Traders can track further inflows to this address for liquidity cues and potential continuation of dip buying behavior, source: Arkham Intelligence address explorer.

According to @OnchainLens, whale 0xfb7 bought 10,000 ETH from Wintermute and transferred $58.13M to FalconX, described as likely for additional ETH purchases (source: @OnchainLens). The whale now holds 60,098 ETH valued at $179.22M, with tracked addresses 0xfb78aa8f38843629e89951d9db6fdc398d75e0a3 and 0xd4584bf988c9e8994688b56484e2f74ceaeefb20 (source: @OnchainLens). Earlier, the same entity had accumulated 20,000 ETH from Wintermute and FalconX before this latest add, indicating continued position building via OTC venues and market makers (source: @OnchainLens).

According to @KobeissiLetter, about 26% of U.S. federal debt is set to mature within the next 12 months, one of the largest shares this century (source: @KobeissiLetter). The post notes the last peak was roughly 29% in 2020 when the Federal Reserve policy rate was at 0%, and frames the situation as an intensifying U.S. debt crisis (source: @KobeissiLetter). For traders, this maturity wall concentrates near-term rollover exposure and is a relevant macro backdrop for liquidity-sensitive assets including Bitcoin (BTC) and Ethereum (ETH) (source: @KobeissiLetter).

According to @ai_9684xtpa, on-chain data shows whale trader nemorino.eth bought back 3,000 WETH at 2,991.29 USD shortly after selling 3,000 WETH around 3,095 USD, lowering the address’s average cost to 3,045.24 USD and bringing total holdings to 7,104.13 WETH (source: Arkham wallet https://intel.arkm.com/explorer/address/0x8AeCc5526F92A46718f8E68516D22038D8670E0D and DeBank profile https://debank.com/profile/0x8aecc5526f92a46718f8e68516d22038d8670e0d). According to @ai_9684xtpa, the address had previously accumulated 9,043 WETH between late November and January at an average near 3,085 USD, briefly showing multi-million unrealized gains before trimming 3,000 WETH with a small realized profit (source: DeBank and Arkham links above). According to @ai_9684xtpa, the quick buyback highlights active range trading by this wallet, and traders can monitor the cited Arkham and DeBank pages to track flows that may inform short term ETH liquidity and order flow (source: Arkham and DeBank data referenced by @ai_9684xtpa).

According to @EleanorTerrett, the US Senate Agriculture Committee is expected to release the latest crypto bill text by close of business, with a committee vote slated for next week (source: @EleanorTerrett). She reports that Senate Banking is in a holding pattern on its markup, making Agriculture the near term venue to watch for legislative movement (source: @EleanorTerrett). For traders, this provides a defined policy headline timetable; monitor the text drop and subsequent scheduling as a potential catalyst for positioning and liquidity in BTC and ETH (source: @EleanorTerrett).

According to @lookonchain, Bitcoin (BTC) ETFs saw 1-day net outflows of 3,862 BTC, about $345.58 million, and 7-day net outflows of 6,382 BTC, about $570.97 million (source: @lookonchain). @lookonchain reports Ethereum (ETH) ETFs had 1-day net outflows of 61,706 ETH, about $183.88 million, but 7-day net inflows of 16,318 ETH, about $48.63 million (source: @lookonchain). @lookonchain also notes Solana (SOL) ETFs recorded 1-day net inflows of 6,907 SOL, about $0.891 million, and 7-day net inflows of 84,620 SOL, about $10.92 million (source: @lookonchain).

According to @OnchainLens, the whale pension-usdt.eth fully closed its BTC 10x long with a realized loss of $7.09M and opened a new ETH short with 3x leverage. According to CoinMarketMan Hypertracker cited by @OnchainLens, the ETH short size is 25,000 ETH (about $73.54M) with entry at $2,927.33 and liquidation at $3,990.63. According to @OnchainLens and Hyperbot, the same address previously rotated from a profitable ETH long to a BTC 3x long sized at 1,000 BTC valued at $95M.

According to @ai_9684xtpa, a 2016-era Ethereum address deposited 14,183 ETH to Coinbase roughly 40 minutes ago, valued at about 41.93 million dollars. According to Arkham Intelligence data cited by @ai_9684xtpa, this is the address’s first ETH deposit above one million dollars in about three years and its transaction history can be traced back to 2016. According to Arkham Intelligence data cited by @ai_9684xtpa, the address last appeared to accumulate ETH around 2022-02-11 and previously withdrew at an average as low as 1236.65 dollars per ETH. According to @ai_9684xtpa and Arkham Intelligence data, the transfer reflects a significant inflow of ETH to a centralized exchange wallet on Coinbase that traders monitor for liquidity and positioning context.

According to @EmberCN, Trend Research holds up to 651,300 ETH via borrowing leverage, valued around 1.92 billion dollars. According to @EmberCN, another whale known as 7 Siblings holds 596,800 ETH via leverage, valued around 1.765 billion dollars. According to @EmberCN, 7 Siblings typically buys ETH after major drawdowns. According to @EmberCN, 7 Siblings deposited 596,800 ETH across eight addresses into the Spark protocol as part of this leveraged setup.

According to @justinsuntron, USDD will launch a points mining program, aims to grow to 2B, and will deepen deployment on Tron, Ethereum, and BNB Chain (source: X post by @justinsuntron). In the same post, May @0xMayyy stated that USDD’s total minted surpassed 1B in under a year and highlighted a multi-chain PSM enabling 1:1, no-friction swaps with USDT and a fully decentralized stablecoin design that addresses liquidity, trust costs, and conversion slippage (source: X post by @0xMayyy).

According to @FarsideUK, US spot Ethereum ETFs posted a total net outflow of $230 million on 2026-01-20, with ETHA -92.3, FETH -51.5, ETHE -38.5, ETHW -31.1, ETH -11.1, and ETHV -5.5, while TETH, QETH, and EZET recorded zero flow; source: Farside Investors farside.co.uk/eth. The data are reported by Farside Investors’ Ethereum ETF flow tracker for US funds; source: Farside Investors farside.co.uk/eth.

According to @ai_9684xtpa, an ETH swing-trading whale bought 5,678 ETH at USD 2,985 on 2025-12-20 and then sold 3,380.4 ETH around USD 2,998.49, booking roughly USD 42,000 profit, with the activity evidenced by Arkham Intel wallet links provided by @ai_9684xtpa. According to @ai_9684xtpa, the wallet still holds 2,298 ETH showing an unrealized loss of about USD 32,300, per the linked Arkham Intel addresses. According to @ai_9684xtpa, this position had an estimated unrealized gain near USD 2.179 million two days earlier before the reported drawdown. According to @ai_9684xtpa, this reflects ETH swing whales retreating and adds visible spot selling interest near the 3,000 level, as highlighted by the Arkham-linked build and sell addresses.

According to @ai_9684xtpa, Arkham Intelligence data (intel.arkm.com/explorer/address/0xFB78AA8F38843629e89951D9db6FdC398d75e0A3) shows wallet 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 accumulated 20,000 ETH via Wintermute and FalxonX during an ETH pullback at an average near $2,970, totaling roughly $59.4M; source: @ai_9684xtpa, Arkham Intelligence. According to @ai_9684xtpa citing the same Arkham page, the wallet had recently taken profit near $3,321, realizing about $1.51M before re-entering; source: @ai_9684xtpa, Arkham Intelligence. According to @ai_9684xtpa, these transfers indicate an actively executed swing strategy via market makers/OTC channels (Wintermute and FalxonX) visible on-chain; source: @ai_9684xtpa, Arkham Intelligence. According to Arkham Intelligence and @ai_9684xtpa, real-time tracking of 0xFB78AA8F38843629e89951D9db6FdC398d75e0A3 on Arkham Intelligence enables traders to monitor subsequent ETH inflows/outflows linked to liquidity positioning; source: Arkham Intelligence, @ai_9684xtpa.

According to @ai_9684xtpa on X citing DeBank, wallet nemorino.eth accumulated 9,043 WETH between 2025-11-24 and 2026-01-20 at an average entry near $3,085 (source: debank.com/profile/0x8aecc5526f92a46718f8e68516d22038d8670e0d). According to @ai_9684xtpa referencing DeBank, the position reached about $2.87 million in unrealized profit in mid-January but no take-profit was recorded (source: DeBank wallet profile above). According to @ai_9684xtpa, roughly 12 hours before the post the wallet sold 3,000 WETH into the decline, realizing around $30,000 profit (source: @ai_9684xtpa on X). According to @ai_9684xtpa citing DeBank, the wallet still holds approximately 4,089.83 WETH showing an unrealized loss near $472,000 (source: DeBank wallet profile). According to @ai_9684xtpa referencing the CoW Protocol explorer, about 5 hours before the post the wallet spent roughly 6,000,000 USDC to buy 2,014.87 ETH on-chain at an average cost near $2,977.85 (source: explorer.cow.fi/address/0x8AeCc5526F92A46718f8E68516D22038D8670E0D). According to @ai_9684xtpa, the same wallet previously realized a swing-trade loss of about $1.804 million on ETH before re-entering (source: @ai_9684xtpa on X).

According to @OnchainLens, the ETH (ETH) 4x long whale address 0x460 has fully closed its position for a realized profit of $441,736, while the ETH (ETH) 12x short whale address 0xfB6 has increased exposure and is currently holding 12,394 ETH (approximately $36.68M) with an unrealized loss of about $1.56M. Source: @OnchainLens; wallet trackers: https://app.coinmarketman.com/hypertracker/wallet/0x4607340232ea34b5f3c57db0ec865ee6191e3ee3 and https://app.coinmarketman.com/hypertracker/wallet/0xfB6678f8Bb51215606b01cA1162afa005B28e4c2. According to @OnchainLens, earlier tracking showed 0xfB6 deposited $6.39M USDC to HyperLiquid and opened a 12x ETH long valued around $31.18M, while 0x460 deposited $3M USDC and opened a 4x ETH short valued around $11.96M on HyperLiquid. Source: @OnchainLens; details: https://x.com/OnchainLens/status/2013523778110656745.

According to @lookonchain, while the market is falling, whales and institutions are buying ETH. @lookonchain reports that Trend Research borrowed 70M USDT from Aave to purchase 24,555 ETH and now holds 651,310 ETH. @lookonchain also notes that OTC whale address 0xFB7 acquired 20,000 ETH through FalconX and Wintermute.

According to @EmberCN, Trend Research transferred 70 million USDT to Binance, purchased 24,555 ETH worth about $75.54 million, and withdrew the coins on chain as part of a buy-the-dip averaging strategy (source: @EmberCN). The same source reports the wallet now holds 651,300 ETH valued around $1.92 billion with an average cost near $3,180, implying an unrealized loss of roughly $163 million (source: @EmberCN). These on-exchange inflows followed by on-chain withdrawals and the stated averaging approach were specifically attributed to Trend Research by the source (source: @EmberCN).

According to @BullTheoryio, roughly $1.3 trillion in U.S. equities was wiped out as the Nasdaq and S&P 500 erased their 2026 gains and turned negative, signaling a broad risk-off move; source: @BullTheoryio. @BullTheoryio attributes the drawdown to escalating U.S.-EU trade tensions, continued weakness in Japan’s bond market, and pension funds cutting risk exposure; source: @BullTheoryio. For crypto positioning, stress in equities often coincides with higher BTC and ETH correlation to stocks and tighter liquidity, so traders should monitor cross asset correlation, perpetual funding and basis, and stablecoin flow metrics for confirmation; sources: Kaiko Research, Binance Research, Glassnode. During deleveraging episodes, options skew tends to steepen and hedging demand rises, making risk management via options and reduced leverage more common than dip buying; source: Deribit Insights.

According to EmberCN, Bitcoin treasury company MSTR purchased 22,305 BTC at around 95,284 dollars per BTC last week, bringing total holdings to 709,715 BTC with an average cost of 75,979 dollars and an unrealized profit of 10.813 billion dollars (source: EmberCN on X). According to EmberCN, Ethereum treasury company BMNR also increased ETH holdings last week, with the update noting the accumulation in the same source (source: EmberCN on X).

According to @EmberCN, Trend Research withdrew 7,960 ETH from Binance and purchased a total of 17,899 ETH, bringing its holdings to approximately 644,600 ETH valued around $2 billion with an average cost of $3,182. According to @EmberCN, these flows indicate ongoing ETH accumulation and exchange outflows by Trend Research.

According to @EmberCN, after ETH fell below Trend Research's cost basis, the firm borrowed 30 million USDT on Aave and transferred it to Binance. According to @EmberCN, the fund has been using borrowing leverage to reaccumulate ETH since last November and currently holds around 626,000 ETH. According to @EmberCN, the latest transfer places additional stablecoin liquidity on Binance, while no explicit purchase has been confirmed.

According to @lookonchain, on-chain data shown on Hypurrscan indicates address 0x4607 deposited 3M USDC to open a 4x short on 3,840 ETH valued at about $11.86M, while address 0xfB66 deposited 7.38M USDC to open a 12x long on 10,000 ETH valued at about $30.92M (source: @lookonchain, Hypurrscan). According to @lookonchain, this represents a long–short battle on ETH perpetuals, highlighting concentrated opposing leverage (source: @lookonchain). Based on @lookonchain and Hypurrscan, traders can monitor funding rate shifts, perp basis, and open interest changes to gauge positioning pressure on ETH (source: @lookonchain, Hypurrscan).

According to @lookonchain, Ethereum whale address 0x3c9E panic-sold 4,000 ETH at 3,110 USD after a market dip (source: Lookonchain). According to @lookonchain, the same address has been buying ETH daily since Jan 9, totaling 12,200 ETH at an average 3,233 USD, including a fresh purchase about 11 hours before the sell (source: Lookonchain). According to @lookonchain, the wallet also sold 1,000 ETH earlier and has shown a two-month pattern of buying higher and selling lower (source: Lookonchain).

According to @EmberCN, several small treasury firms that pivoted during last year’s DAT boom have mNAV well below 1 and are being forced to sell crypto assets, indicating stress on balance sheets, source: @EmberCN, Jan 20, 2026. FG Nexus sold 2,500 ETH about four hours before the post, totaling approximately 8.04 million dollars, source: @EmberCN, Jan 20, 2026. FG Nexus previously accumulated 50,770 ETH at an average price of 3,944 dollars during August–September last year, valued around 200 million dollars at that time, source: @EmberCN, Jan 20, 2026.

According to @TATrader_Alan, ETH’s weekly chart is forming a giant inverse head and shoulders, a classic bullish reversal that is typically confirmed by a decisive neckline breakout and close above that level, source: X post https://twitter.com/TATrader_Alan/status/2013182408032674213, StockCharts ChartSchool Head-and-Shoulders Bottom https://school.stockcharts.com/doku.php?id=chart_analysis:head_and_shoulders_bottom. Traders commonly look for expanding volume on the breakout and estimate upside using the measured move (add the head-to-neckline height above the breakout), while placing invalidation below the right-shoulder low to manage risk, source: StockCharts ChartSchool Head-and-Shoulders Bottom https://school.stockcharts.com/doku.php?id=chart_analysis:head_and_shoulders_bottom, ThePatternSite Head-and-Shoulders Bottom https://thepatternsite.com/hscb.html. Post-breakout retests of the neckline are common in this pattern and, if they hold, can strengthen trend continuation on the weekly timeframe, source: StockCharts ChartSchool Head-and-Shoulders Bottom https://school.stockcharts.com/doku.php?id=chart_analysis:head_and_shoulders_bottom, ThePatternSite Head-and-Shoulders Bottom https://thepatternsite.com/hscb.html.

According to the source, Ethereum set record on-chain usage while transaction costs decreased and network conditions eased, signaling lower gas and smoother execution conditions for ETH on-chain activity. Source: the provided tweet dated January 19, 2026.

According to @TATrader_Alan, ETH’s weekly chart has completed the lowest part of the right shoulder in an inverse head-and-shoulders and is moving toward the neckline, indicating a potential breakout setup; source: @TATrader_Alan on X, Jan 18, 2026. The trading takeaway is to monitor ETH around the neckline for a breakout confirmation and to consider the right shoulder low as the invalidation level within this setup; source: @TATrader_Alan on X, Jan 18, 2026.

According to Lookonchain, Bitmine linked to Tom Lee of Fundstrat bought 20,000 ETH valued at about 65.4 million dollars from Kraken roughly three hours before the post, source: Lookonchain on X Jan 16, 2026: https://x.com/lookonchain/status/2012304837644533900 and Arkham Intelligence address page: https://intel.arkm.com/explorer/address/0xC3a9Ff35eF500A7fcd83E1aDf93e18031Fc4CC16. Lookonchain also reported a separate purchase of 24,068 ETH valued at about 80.57 million dollars via FalconX, source: Lookonchain on X Jan 16, 2026: https://x.com/lookonchain/status/2011820606325735520 and Arkham Intelligence address page: https://intel.arkm.com/explorer/address/0xC7EE677968173895E572de5F90BBF16832f7Bbb8. Based on these two reported buys, total ETH accumulation reaches 44,068 ETH worth approximately 145.97 million dollars across Kraken and FalconX, source: Lookonchain on X Jan 16, 2026: https://x.com/lookonchain/status/2012304837644533900 and https://x.com/lookonchain/status/2011820606325735520.

According to @simplykashif, citing Glassnode, new Ethereum network addresses over the past 30 days rose from over 4 million to about 8 million, a roughly 100% increase, based on Glassnode data shared on Jan 16, 2026. @simplykashif reports that this 30-day address creation figure marks a sharp uptick in Ethereum on-chain address growth, according to Glassnode.

According to the source, a Jan 15, 2026 social media post states that MrBeast is eyeing decentralized finance, Tom Lee is linked to an Ethereum treasury initiative, and BitMine plans a $200 million investment. Source: Jan 15, 2026 social media post referenced in the prompt. For trading, monitor ETH spot and options activity tied to any confirmed Ethereum treasury developments, DeFi sector liquidity (TVL and DEX volumes) around the MrBeast headline, and mining/infrastructure names in relation to BitMine’s planned capex, while awaiting official confirmations for details and timelines. Source: Jan 15, 2026 social media post referenced in the prompt.

According to Watcher.Guru, an X post on Jan 15, 2026 states that an Ethereum treasury company named Bitmine invested 200,000,000 USD into MrBeast’s Beast Industries. Source: Watcher.Guru on X, Jan 15, 2026. The post provides no information on deal terms, valuation, instrument (equity or debt), timeline, or whether the capital was provided in ETH or fiat, constraining immediate trade setup assessment. Source: Watcher.Guru on X, Jan 15, 2026. No primary confirmation or filing from Bitmine or MrBeast is included in the post, indicating traders should await official statements or documentation before positioning. Source: Watcher.Guru on X, Jan 15, 2026. No tokens or tickers tied to Beast Industries are mentioned in the post, so there is no direct crypto asset exposure explicitly identified by the headline alone. Source: Watcher.Guru on X, Jan 15, 2026.

According to @CryptoMichNL, ETH has held its 21-Day moving average, which he highlights as a crucial support level for continuation, signaling strong bullish momentum (source: @CryptoMichNL on X, Jan 14, 2026). He adds that it is ETH season and that price is ready to make new highs and continue the uptrend, reinforcing a positive market structure for traders (source: @CryptoMichNL on X, Jan 14, 2026). His main scenario calls for a near-term test of the 3,800 USD area, defining a clear upside target for trade planning (source: @CryptoMichNL on X, Jan 14, 2026).

According to @jih2nn, the FOCIL Consensus Layer specification has been updated to reflect recent refactors in Ethereum’s CL spec, with the change referenced in the ethereum/consensus-specs repository PR 4818. source: twitter.com/jih2nn/status/2011347140250144968; github.com/ethereum/consensus-specs/pull/4818 This indicates a maintenance alignment between FOCIL and the upstream CL spec in the ethereum/consensus-specs codebase, and the post does not disclose any parameter changes, fork scheduling, or client release timelines. source: twitter.com/jih2nn/status/2011347140250144968; github.com/ethereum/consensus-specs/pull/4818 For ETH market participants, the cited materials describe a technical spec synchronization rather than a user-facing upgrade, so no immediate trading catalyst is identified in the sources. source: twitter.com/jih2nn/status/2011347140250144968; github.com/ethereum/consensus-specs/pull/4818

According to @jih2nn, the official recording and a detailed written summary of the latest Ethereum protocol meeting are now available on YouTube (video ID Go7H43hjx-k) and in the ethereum/pm GitHub issue #1848 comment thread, respectively (source: @jih2nn on X; source: YouTube; source: ethereum/pm GitHub). These resources are the canonical channels used by Ethereum core contributors to document All Core Devs discussions that determine upgrade scope and timing, which are direct inputs for trading ETH around network changes and client release schedules (source: ethereum/pm GitHub repository documentation). The post itself does not list specific EIPs, decisions, or dates; traders should review the linked summary to verify any finalized items that could impact gas costs, throughput, validator economics, or client compatibility before positioning (source: @jih2nn post linking the summary; source: ethereum/pm GitHub issue #1848 comment thread). For market context, prior major milestones such as The Merge on September 15, 2022 and the Dencun mainnet activation on March 13, 2024 drew heightened market focus around ETH due to protocol-level changes, as recorded by official Ethereum Foundation communications and core client release notes (source: Ethereum Foundation announcements; source: client releases referenced in ethereum/pm GitHub).

According to @VitalikButerin, Ethereum’s 2014 vision centers on permissionless decentralized applications supporting finance, social media, ride sharing, governing organizations DAOs, crowdfunding, and an alternative web, built on a suite of technologies. Source: @VitalikButerin on X, Jan 14, 2026. The post highlights concrete use case categories that align with ETH ecosystem sectors such as DeFi, DAO governance, decentralized social protocols, and broader Web3 infrastructure, making it relevant for tracking narrative positioning in Ethereum markets. Source: @VitalikButerin on X, Jan 14, 2026. The message does not include pricing guidance, timelines, or new technical disclosures, indicating no direct fundamental update while reiterating core themes that define Ethereum ETH’s utility stack. Source: @VitalikButerin on X, Jan 14, 2026.

According to @santimentfeed, Ethereum’s new wallet creation averaged 327.1K new ETH wallets per day over the past week, with Sunday reaching 393.6K, the highest single-day count on record (source: @santimentfeed). According to @santimentfeed, the post identifies Ethereum as crypto’s #2 by market cap and mentions that several factors may explain the surge, but it does not specify the drivers in the tweet (source: @santimentfeed). According to @santimentfeed, this establishes a record-period benchmark for ETH address onboarding based on Santiment’s address-creation dataset, offering a concrete on-chain reading for market monitoring (source: @santimentfeed).

According to @CoinMarketCap, the Bank of Italy modeled an extreme ETH price-to-zero scenario to assess Ethereum’s security and settlement capacity and to examine how ETH market risk could transmit to infrastructure and financial stability risks. Source: Bank of Italy; CoinMarketCap on X (Jan 13, 2026). This central bank stress-test focus highlights ETH-specific tail risks tied to chain security and settlement, a consideration traders monitor when managing risk and liquidity in ETH markets. Source: Bank of Italy (study referenced); CoinMarketCap on X (Jan 13, 2026). The post does not disclose quantitative outcomes or policy conclusions from the modeling. Source: CoinMarketCap on X (Jan 13, 2026).

According to @ai_9684xtpa, Bitmine has cumulatively staked 1,344,224 ETH worth approximately 4.13 billion USD, equal to 32.2 percent of its total ETH holdings. Source: @ai_9684xtpa on X, citing Arkham Intel Bitmine entity, Jan 13, 2026; Arkham Intel explorer intel.arkm.com/explorer/entity/bitmine. In the past 6 hours, Bitmine staked an additional 154,208 ETH valued around 478 million USD. Source: @ai_9684xtpa on X; Arkham Intel explorer intel.arkm.com/explorer/entity/bitmine. Bitmine’s latest official X disclosure lists total ETH holdings of 4,167,768 and states it is collaborating with three staking service providers while planning a 2026 commercialization of MAVAN (Made in America Verification Network). Source: @ai_9684xtpa referencing Bitmine official X disclosure.

According to the source, Vitalik Buterin stated Ethereum should be able to operate for decades without relying on constant upgrades, signaling a stability-first protocol approach. Source: Vitalik Buterin public remarks on Jan 12, 2026. He also emphasized preparing Ethereum to resist future quantum computers, indicating prioritization of quantum-resistant cryptography for long-term network security. Source: Vitalik Buterin public remarks on Jan 12, 2026. For traders, the focus on fewer upgrades and quantum readiness highlights reduced protocol-change uncertainty and long-horizon security planning, relevant for ETH positioning across spot, staking, and options strategies. Source: Vitalik Buterin public remarks on Jan 12, 2026.

According to @AltcoinDaily, Tom Lee's BitMine purchased 24,266 ETH for approximately $75 million today (Jan 12, 2026), indicating a single large buy reported by the source (Altcoin Daily). According to @AltcoinDaily, the reported totals imply an average purchase price near $3,091 per ETH based on the figures provided by the source (Altcoin Daily). Based on the size reported by @AltcoinDaily, traders focused on ETH may monitor near-term order flow and volatility as they assess the potential impact of a whale-sized transaction reported by the source (Altcoin Daily).

According to Watcher.Guru, Tom Lee’s BitMine purchased 24,266 ETH valued at approximately $75 million in a just-in update posted on Jan 12, 2026 on X (source: Watcher.Guru). Based on the figures reported by Watcher.Guru, the transaction size implies an average acquisition price near $3,090 per ETH (source: Watcher.Guru). Watcher.Guru did not provide on-chain transaction hashes, execution venue, or exact timing details, limiting immediate verification for traders (source: Watcher.Guru).

According to Onchain Lens, Bitmine (BMNR) bought 24,266 ETH worth about $75.37 million last week and now holds 4,167,768 ETH valued at $12.9 billion. Source: Onchain Lens on X (Jan 12, 2026). Bitmine Immersion Technologies stated in a press release that its ETH holdings reached approximately 4.168 million tokens and that its combined crypto and cash holdings total $14.0 billion. Source: Bitmine Immersion Technologies press release via PR Newswire. The implied average executed price for the weekly buy is roughly $3,107 per ETH, calculated from the reported transaction value and size. Source: Onchain Lens on X.

According to @cas_abbe, BTC and ETH are up and LINK is up significantly, indicating a broad crypto upswing with outsized strength in LINK (source: @cas_abbe on X, Jan 12, 2026). According to @cas_abbe, the post warns of being sidelined during the move, underscoring near-term momentum as the trading context (source: @cas_abbe on X, Jan 12, 2026).

According to @CryptoMichNL, stablecoin supply on Ethereum (ETH) increased by more than 65% during 2025 and has doubled compared with the 2021 peak. source: @CryptoMichNL on X, Jan 11, 2026 He noted that ETH price has not yet picked up despite this expansion and stated he is buying. source: @CryptoMichNL on X, Jan 11, 2026 He also shared an update video for further context on his view. source: @CryptoMichNL on X, Jan 11, 2026

According to @ai_9684xtpa, smart-money wallet 0x69b590d9d761b396Db4465F3Dee34d43Afa0e378 increased its swing position to 3,100 ETH after a third withdrawal of 503.01 ETH from Binance about five hours before the Jan 11, 2026 post, totaling roughly $9.543 million accumulated over two days at an average withdrawal price of $3,078.5; source: @ai_9684xtpa on X; on-chain reference: intel.arkm.com/explorer/address/0x69b590d9d761b396Db4465F3Dee34d43Afa0e378. According to @ai_9684xtpa, an earlier update showed the position at 2,597 ETH after a 1,458 ETH withdrawal about two hours prior, reflecting $7.993 million accumulated over 17 hours at an average of $3,078; source: @ai_9684xtpa on X. According to @ai_9684xtpa, the address deposited 9.57 million USDT to Binance two days before these withdrawals; source: @ai_9684xtpa on X.

According to @TATrader_Alan, ETH’s monthly chart is forming a second double bottom base on the higher timeframe, highlighting an ETH monthly double bottom pattern in Ethereum technical analysis; source: @TATrader_Alan on X, Jan 10, 2026.

According to @lookonchain, Metalpha withdrew another 6,000 ETH valued at approximately $18.67 million from Kraken about three hours prior to the report. Source: @lookonchain (X post, Jan 9, 2026). The movement is referenced via Arkham Intelligence’s Metalpha entity page, which tracks the firm’s labeled wallets and exchange flows. Source: Arkham Intelligence Metalpha entity page (as linked by @lookonchain). This outflow deducts 6,000 ETH from Kraken’s on-exchange balances until replenished, providing a concrete on-chain data point for monitoring large ETH transfers. Source: @lookonchain (X post, Jan 9, 2026). The post indicates this is an additional withdrawal by the same entity, without details on any subsequent sale or redeposit. Source: @lookonchain (X post, Jan 9, 2026).